The Success Wheel: Tech Engagement and Adoption


In this pop-up podcast series, our Director of Client Success Mollie Smith will be walking you through our 5-step tried and true method we developed to achieve engagement and adoption of PIPELINEPLUS: The Success Wheel. Our Success Wheel isn’t just for PIPELINEPLUS. This framework can be used to help you deepen and expand engagement and adoption of any new technology initiative at your firm.

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